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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,815 | $91,474-43.4% | $135,982-61.9% | $71,529-27.6% |
| Participation rate | 92.0% | 75.7%+16.4pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $1,896 | $3,705-48.8% | $4,859-61.0% | $2,590-26.8% |
| Participant deferral / active EE | $7,417 | $7,095+4.5% | $7,760-4.4% | $4,291+72.8% |
| Admin fee / account holder | $2,412 | $1,267+90.3% | $10,767-77.6% | $1,588+51.8% |